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State Street Multi-Asset Real Return ETF

116 hedge funds and large institutions have $449M invested in State Street Multi-Asset Real Return ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

7% more funds holding

Funds holding: 108116 (+8)

1.4% more ownership

Funds ownership: 88.12%89.52% (+1.4%)

4% more capital invested

Capital invested by funds: $430M → $449M (+$18.7M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
17
Increased
49
Reduced
38
Closed
8
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$3.09M -$6.88M -242,657 -70%
GWM
27
Geneos Wealth Management
Colorado
$2.97M -$1.91M -67,203 -40%
MWM
28
MBE Wealth Management
Wisconsin
$2.52M +$2.61K +92 +0.1%
AWM
29
Apollon Wealth Management
South Carolina
$2.34M -$11.2K -394 -0.5%
RL
30
Retireful LLC
Michigan
$2.3M +$2.24M +79,011 New
RIA
31
Regal Investment Advisors
Michigan
$2.28M -$73.5K -2,593 -3%
UBS Group
32
UBS Group
Switzerland
$2.26M -$1.67M -58,828 -43%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$2.16M +$1.25M +44,003 +145%
AI
34
Atria Investments
North Carolina
$2.01M +$54.8K +1,932 +3%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$1.81M +$213K +7,495 +14%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.57M -$347K -12,235 -19%
CAAM
37
Cornerstone Advisors Asset Management
Pennsylvania
$1.56M +$8.88K +313 +0.6%
IIM
38
Illumine Investment Management
Washington
$1.53M +$20.3K +715 +1%
TPWM
39
Twelve Points Wealth Management
Massachusetts
$1.47M +$36.1K +1,273 +3%
MTC
40
Matrix Trust Company
Colorado
$1.4M -$66.5K -2,344 -5%
KW
41
KWB Wealth
California
$1.31M +$1.3M +45,733 New
HS
42
Horan Securities
United States
$1.25M -$52.3K -1,845 -4%
SA
43
Sanctuary Advisors
Indiana
$1.22M +$20.6K +726 +2%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.21M +$602K +21,215 +104%
SC
45
Scotia Capital
Ontario, Canada
$1.17M -$42.1K -1,483 -4%
RFA
46
Register Financial Advisors
Georgia
$1.16M +$64.9K +2,287 +6%
IFO
47
Independent Family Office
New York
$1.15M -$76.2K -2,685 -6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.11M +$439K +15,490 +68%
CFP
49
Catalyst Financial Partners
Massachusetts
$1.1M +$214K +7,548 +25%
UAG
50
United Advisor Group
Ohio
$1.02M +$245K +8,651 +33%

RLY Hedge Fund Activity: Q2 2025 in Review

116 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q2 2025, worth a combined $449M — up 4.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RLY positions and 8 closed out — a net gain of 9 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $26M. The largest seller was Visionary Wealth Advisors, cutting an estimated $6.88M.

  • 116 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $449M of State Street Multi-Asset Real Return ETF stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 17 funds opened new State Street Multi-Asset Real Return ETF positions in Q2 2025 and 8 closed out, a net change of +9 holders.
  • The largest State Street Multi-Asset Real Return ETF buyer in Q2 2025 was Savant Capital, an estimated $26M added.
  • The largest State Street Multi-Asset Real Return ETF seller in Q2 2025 was Visionary Wealth Advisors, an estimated $6.88M sold.

Based on aggregated 13F filings for Q2 2025.